# Callero & Callero LLP 401(k) Plan
Source: https://planprovider.pro/companies/callero-callero-llp-401k-plan

> Callero & Callero LLP's 401(k) plan: 40 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Callero & Callero LLP

- **Sponsor EIN:** 362518261

- **Sponsor Address:** 1700 W. HIGGINS RD., SUITE 300, DES PLAINES, IL, 60018

- **Plan Type:** 401(k)

- **Total Participants:** 40

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|40|$9.1M|$404,067|$296,547|

| 2024|25|$7.5M|$392,119|$294,447|

| 2023|21|$6.1M|$345,005|$235,421|

| 2022|24|$7.5M|$410,723|$319,203|

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